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United Parcel Service
UPS

Overview Fund Activity

1,154 hedge funds and large institutions have $45.7B invested in United Parcel Service in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 466 increasing their positions, 445 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
31.12%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
1.27%
New
78
Increased
466
Reduced
445
Closed
63
Calls
$984M
Puts
$820M
Net Calls
+$165M
Net Calls Change
-$180M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$180M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$84.9M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$60.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$59.2M
5
HCM
Herndon Capital Management
Georgia
+$49.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$193M
2
State Street
State Street
Massachusetts
-$139M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$119M
4
Citadel Advisors
Citadel Advisors
Florida
-$81M
5
PP
Prudential plc
United Kingdom
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
626
Granite Investment Partners
California
$1.92M – – –
MCM
627
MAI Capital Management
Ohio
$1.91M +$210K +2,171 +12%
PRS
628
Pinkerton Retirement Specialists
Idaho
$1.88M +$118K +1,219 +7%
CHC
629
City Holding Co
West Virginia
$1.86M +$307K +3,170 +20%
HW
630
Hedeker Wealth
Illinois
$1.85M +$6.78K +70 +0.4%
GCA
631
Gideon Capital Advisors
New York
$1.84M +$1.03M +10,619 +128%
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$1.82M +$195K +2,008 +12%
LAIC
633
Lederer & Associates Investment Counsel
California
$1.82M +$44.1K +455 +2%
CTC
634
Central Trust Company
Missouri
$1.82M +$65.5K +676 +4%
GWM
635
Graybill Wealth Management
Illinois
$1.77M – – –
CAM
636
Columbia Asset Management
Michigan
$1.77M – – –
VAM
637
Visium Asset Management
New York
$1.76M +$376K +3,876 +27%
LI
638
LMCG Investments
Massachusetts
$1.75M – – –
Daiwa Securities Group
639
Daiwa Securities Group
Japan
$1.74M -$378K -3,900 -18%
LIA
640
LS Investment Advisors
Michigan
$1.74M +$58.3K +602 +3%
Two Sigma Advisers
641
Two Sigma Advisers
New York
$1.73M +$747K +7,707 +76%
MM
642
Meridian Management
Arkansas
$1.73M +$7.75K +80 +0.5%
CYG
643
Clean Yield Group
Vermont
$1.72M -$70.1K -723 -4%
VSWA
644
Vontobel Swiss Wealth Advisors
Switzerland
$1.72M +$396K +4,555 +30%
ACM
645
Alpha Capital Management
Texas
$1.71M +$196K +2,027 +13%
BE
646
Bonness Enterprises
District of Columbia
$1.7M – – –
AC
647
Alley Company
Illinois
$1.69M +$544K +5,618 +47%
TWM
648
Torch Wealth Management
Ohio
$1.69M +$84.8K +875 +5%
RC
649
Roundview Capital
New Jersey
$1.69M -$969 -10 -0.1%
PGIM
650
Pacific Global Investment Management
California
$1.69M +$59.2K +611 +4%
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